Weekly News Updates-November 22 to November 28

Space regulator approves commercial satellite broadband services; Murugappa Group aims to enter the semiconductor space; Samsung and Apple increase exports of electrical goods; Telecom PLI 2.0 to be released soon; Sahasra Group, Thomson Computing to manufacture laptops and tablets; India, EU sign MoU on semiconductors; E-buses to account for 11-13% of new bus sales by FY25

Space regulator approves OneWeb India’s start of commercial satellite broadband services
印度太空監管單位許可OneWeb衛星寬頻服務

IN-SPACe granted OneWeb India the required authorization to launch Eutelsat OneWeb’s commercial satellite broadband services in India. The first company to receive this authorization is OneWeb India. The low earth orbit operator, Eutelsat OneWeb, is a part of Eutelsat Group.

The Government of India’s IN-SPACe agency is in charge of authorizing and regulating space operations and providing permission to carry them out in the country. With this authorization, Eutelsat OneWeb can launch commercial connectivity services as soon as the government approves the distribution of spectrum.

This development strengthens Eutelsat OneWeb’s already dominant position in the Indian market, since OneWeb India is already holds licenses from the Department of Telecommunications to offer satellite-based broadband services. In addition, the company has received approval in principle to set up and run two gateways in Tamil Nadu and Gujarat. Once services are launched, these gateways will guarantee that clients throughout India have access to high-speed, low-latency internet connectivity.

https://oneweb.net/resources/eutelsat-oneweb-first-receive-approval-indian-space-regulator-satellite-broadband#:~:text=London%2C%20UK%20%E2%80%93%2021%20November%202023,to%20be%20granted%20this%20authorisation.

小編點評:Eutelsat OneWeb是第一家獲得在印度啟動商業衛星寬頻服務授權的公司。印度政府最近通過了旨在改善和規範私部門參與太空行業的印度太空政策2023。印度14億人口中,近40%無法上網,其中大多數人居住在鄉村地區。推動該行業的主要因素是衛星網路供應商希望在競爭對手之前進入鄉村市場。考慮到印度龐大的人口和政府推動數位化的努力,衛星網路業務具有巨大的潛力。

Murugappa Group, an Indian conglomerate, aims to enter the semiconductor space
印度集團Murugappa Group子公司將進軍半導體產業

The 123-year-old Murugappa Group is planning to build a $790 million manufacturing facility as part of its entry into the semiconductor industry.

This will be an interesting, high-tech addition to the Chennai-based $9 billion (revenue) engineering and financial services company, which works in 29 industries including finance, sugar, and auto components.

The Mumbai-based group company CG Power and Industrial Solutions will handle the expansion. It requested permission to establish a semiconductor plant earlier this week from the Indian government’s Ministry of Electronics and Information Technology. Additionally, it has asked for a government subsidy to help with part of the plant’s startup expenses. 

https://www.forbes.com/sites/anuraghunathan/2023/11/26/indian-conglomerate-murugappa-group-seeks-to-enter-semiconductor-space/?sh=54ef86bb49fc

小編點評:這是印度半導體製造促進發展的最新消息。根據各項報告,截至2023年10月底,印度政府在其7600億盧比的半導體和顯示器製造計畫下已收到總計45份申请。這些申請涉及九個建立化合物半導體和ATMP設施的請求,五個建立半導體晶圓廠的請求,兩個建立顯示器晶圓廠的請求,以及29個與設計相關的獎勵計劃的請求。

Mobile phones from Samsung and Apple increase exports of electronic goods: DGFT
印度外貿總局:三星和蘋果手機大幅提高印度電子產品出口額

A senior government official has stated that the surge in smartphone exports from companies like Apple and Samsung is contributing to the expansion of the electronic products sector. The Director General of Foreign Trade (DGFT), Santosh Kumar Sarangi, announced an “exponential” rise in electronics exports from India.

He continued by stating that by 2030, the country’s exports of goods and services would amount to $2 trillion, with businesses like as electronics, value-added agricultural products, solar panels and modules, and electric vehicles playing a significant role.

小編點評:印度的電子產品出口價值在2022年至2023年間從156.6億美元增加到235.7億美元。根據印度外貿總局(DGFT)的數據,印度正朝著在2027年達到總出口1萬億美元的目標邁進,並為2022年至2023年財政年度設定了5000億美元的出口目標。台灣的代工公司鴻海、緯創和和碩在蘋果手機在印度的出口增加中發揮了關鍵作用。

Telecom PLI 2.0 to be released soon
電信業PLI 2.0獎勵計畫將於近期頒布

With less than half of the 42 companies fulfilling their targets for FY23, the government is left with a surplus outlay of over Rs 1,500 crore and is considering releasing an updated version of the production-linked incentive (PLI) scheme and accepting new applications.

Officials with access to the information said that certain new telecom networking products should qualify for incentives under the updated plan. During conversations, a few companies had already expressed interest in the amended strategy, they claimed.

https://economictimes.indiatimes.com/industry/telecom/telecom-news/over-1-5kcr-left-in-kitty-telecom-pli-2-0-in-works/articleshow/105424236.cms

Sahasra Group, Thomson Computing to manufacture laptops and tablets in India
Sahasra Group
將與法商Thomson聯手於印度生產筆電與平板

The media has reported that Sahasra Group, a recently approved government beneficiary based in Noida, Uttar Pradesh, has secured its first order to produce laptops for the French electronics brand Thomson locally. This gives India’s production-linked incentive (PLI) scheme (PLI 2.0) for IT hardware manufacturing a new lease on life. This would signal the arrival of reasonably priced Microsoft Windows 11 laptops in the nation, produced by domestic company Sahasra Group in association with Thomson.

According to an Economic Times report, the company has selected distribution partners and plans to launch its line of laptops and tablets in the Indian market in collaboration with its local subsidiary Metavisio Computing India.

https://news.abplive.com/technology/gadgets/thomson-affordable-laptop-manufacturing-india-sahasra-group-pli-2-0-1645504

小編點評:雲筆記型電腦似乎在印度變得越來越受歡迎。Thomson也宣布推出一款搭載Windows 11的低於20,000盧比的筆記型電腦。這種做法的目的是降低擁有成本,因為印度市場非常價格敏感。

India, EU sign MoU on semiconductors
印度與歐盟簽訂半導體MoU

An MoU on semiconductors was signed by the European Union and India before the EU-India Trade and Technology Council meeting.

Thierry Breton, European Commissioner for Internal Markets, and Shri. Ashwini Vaishnaw, Hon’ble Minister of Electronics, IT & Communications, signed the Memorandum of Understanding.

The MoU encompasses collaboration in a wide range of sectors spanning research and innovation, talent development, partnerships, and exchange of market information. Its goal is to increase the resilience of the semi-conductor value chain in India and the EU. According to a press statement from the Ministry of External Affairs, “The MoU symbolises the strong commitment between India and EU to work towards building robust semiconductor supply chains and work together on innovation.”

https://www.livemint.com/politics/policy/india-eu-sign-mou-on-semiconductors-11700844841435.html

小編點評:這份MoU涵蓋了研發、創新、人才發展、合作夥伴關係和市場資訊交流等一系列廣泛領域的合作。此前,印度已與美國和日本簽署了類似的MoU。

E-buses to account for 11-13% of new bus sales by FY25
電動公車將佔2025財務年11-13%的公車銷售量

By FY 2025, electric buses might account for up to 13% of all new bus sales, according to a November 17 ICRA report. The ICRA noted that some state regulations pertaining to electric EVs have set precise goals and deadlines for the implementation of e-buses, creating a well-defined path towards electrification.

ICRA predicts a sustained increase in demand for e-buses due to their significant operational cost reductions over conventional diesel buses, as reported by PTI.

In a report, ICRA presents electric buses, or “e-buses,” as the driving force for India’s electrification effort. It also projects the segment’s growth trajectory and predicts that by the fiscal year 2025, e-bus sales would account for 11–13 percent of all new bus sales.

https://timesofindia.indiatimes.com/auto/news/e-bus-sales-in-india-will-go-up-to-11-13-by-fy25-icra-report/articleshow/105559040.cms?from=mdr

 小編點評:這條新聞報導了ICRA對印度電動巴士市場的研究。這顯示了市場潛力,台灣公司可以尋找參與機會。